Matthew B. Lowe

GREENE WEALTH MANAGEMENT

Seattle, WA 98101-2630

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CRD#: 5552373

Professional summary

Matthew Benjamin Lowe, CFP® is a registered financial advisor currently at GREENE WEALTH MANAGEMENT, LLC located in Seattle, Washington.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 2 firms and has passed the Series 66, Series 7 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Benjamin Lowe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

July 23, 2014 - Present

GREENE WEALTH MANAGEMENT, LLC

Office #1: 1301 5th Avenue Suite 3410, Seattle, WA 98101-2630

RIA

CRD#: 137810

Seattle, WA

Past

September 4, 2008 - December 3, 2010

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD#: 1254

PORTLAND, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GREENE WEALTH MANAGEMENT, LLC

GREENE WEALTH MANAGEMENT, LLC | GWMS, LLC

CRD#: 137810 / SEC#: 801-64893

RIA

Registered Investment Advisory firm - (11/15/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(7/23/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/10/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/3/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 8/31/2009

Municipal Securities Principal Examination

Current Firm

GREENE WEALTH MANAGEMENT, LLC

GREENE WEALTH MANAGEMENT, LLC | GWMS, LLC

CRD#: 137810 / SEC#: 801-64893

RIA

Registered Investment Advisory firm - (11/15/2005 Approved)

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Contact information

Main Address

1301 5th Avenue Suite 3410, Seattle, WA 98101-2630

Mailing Address

Phone number

(206) 623-2200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,759
AUM (Assets Under Management)	$ 1,183,200,588

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew B. Lowe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Benjamin Lowe's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREENE WEALTH MANAGEMENT, LLC

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Primary Firm SEC Registration

GREENE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/10/2008

Series 7

Date: 9/3/2008

Series 53

Date: 8/31/2009

Current Firm

GREENE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREENE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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